Welch Group’s Welltower WELL Stock Holding History

Welch Group’s Portfolio WELL Stock Details WELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.47M	Hold	10,731	–	–	0.08%	76
2026 Q2	$2.44M	Hold	10,731	–	–	0.08%	80
2026 Q1	$2.12M	Hold	10,731	–	–	0.08%	81
2025 Q4	$1.99M	Buy	10,731 +28	+0.3%	+$5.23K	0.08%	81
2025 Q3	$1.91M	Hold	10,703	–	–	0.07%	78
2025 Q2	$1.65M	Buy	10,703 +3	+0%	+$448	0.07%	82
2025 Q1	$1.64M	Hold	10,700	–	–	0.07%	79
2024 Q4	$1.34M	Hold	10,700	–	–	0.06%	88
2024 Q3	$1.37M	Hold	10,700	–	–	0.06%	87
2024 Q2	$1.12M	Hold	10,700	–	–	0.05%	90
2024 Q1	$1000K	Hold	10,700	–	–	0.05%	85
2023 Q4	$965K	Hold	10,700	–	–	0.05%	93
2023 Q3	$877K	Sell	10,700 -2,700	-20%	-$222K	0.05%	87
2023 Q2	$1.08M	Hold	13,400	–	–	0.06%	76
2023 Q1	$961K	Hold	13,400	–	–	0.06%	80
2022 Q4	$878K	Sell	13,400 -558	-4%	-$35.9K	0.05%	89
2022 Q3	$898K	Buy	13,958 +395	+3%	+$30.9K	0.06%	77
2022 Q2	$1.12M	Hold	13,563	–	–	0.07%	76
2022 Q1	$1.3M	Buy	13,563 +163	+1%	+$14.2K	0.07%	77
2021 Q4	$1.15M	Sell	13,400 -75	-0.6%	-$6.25K	0.07%	81
2021 Q3	$1.11M	Sell	13,475 -95	-0.7%	-$8.16K	0.08%	76
2021 Q2	$1.13M	Buy	13,570 +170	+1%	+$13K	0.08%	76
2021 Q1	$960K	Buy	+13,400	New	+$900K	0.07%	77
2018 Q1	–	Sell	-2,229	Closed	-$142K	–	148
2017 Q4	$142K	Buy	+2,229	New	+$150K	0.02%	119

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Welch Group's WELL Position: Q3 2026 in Review

Welch Group held its Welltower (WELL) position steady in Q3 2026 at 10,731 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #76.

Welch Group first reported a position in WELL in Q4 2017 and has held it in 24 quarters since. 585 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Welch Group held 10,731 shares of Welltower worth $2.47M as of Q3 2026.
Welch Group left its Welltower share count unchanged in Q3 2026.
Welltower made up 0.08% of Welch Group's portfolio in Q3 2026, its #76 holding.
Welch Group first reported a position in Welltower in Q4 2017 and has held it in 24 quarters since.
585 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.